Fixed Asset Disposal Methods

Disposal-Sale An asset at or near the end of its useful life can be disposed via sale to another party. The Asset Manager can perform an Asset Sale Disposal. The following activity will take place:   The appropriate Customer (sell-to party), Asset Item, and Item Amount (sale price) is entered.   The Asset Sale will result in two NetSuite… Continue reading Fixed Asset Disposal Methods

Fixed Asset Management Reporting

Fixed Asset Management Reporting The following searches come native with FAM bundle and are recommended for use with the Asset Manager role and dashboard.  Any role with Fixed Assets permissions can access these reports:    Depreciation Monthly Report  Additions  Disposals  Period Movement  Asset List  Asset Register   Proposal History 

Manufacturing Setup and Process

Setup Enable Features  Assembly Item Creation  BOM Creation- Requires enabling Advanced BOM feature. If this feature is not enabled, Legacy Bom can be used.  BOM Revisions creation Manufacturing charge Items  Manufacturing cost template  Work Center  Manufacturing Routing    Process  WO without WIP    Create WO without WIP  Status- Planned, Released, Built  Click on Build button… Continue reading Manufacturing Setup and Process

Manufacturing Modules

Manufacturing Modules   NetSuite Manufacturing WIP & Routings Cloud Service – Manufacturing Work in Progress  NetSuite Work Orders and Assemblies Cloud Service – Light Manufacturing    Light Manufacturing provides basic manufacturing features- WO, Assembly Items . Manufacturing WIP module provides features like Manufacturing Routing, Manufacturing Cost Templates etc .

Budget Reports

NetSuite provides the user with native Budget Reports such as Budget vs. Actual and the Budget Income Statement. These reports enable the user to analyze budgeted and actual project or customer financials to determine how closely their cost and billings compare to those they originally budgeted. To access these reports, navigate to Reports > Banking/Budgeting… Continue reading Budget Reports

Budget CSV Import

Step 1: Download the Budget Template File To access the Budget Import Template in NetSuite, navigate to Transactions > Financial > Set Up Budgets > Import. On the Import Assistant Screen click the link ‘Budget Template File’ and download excel to computer. In the Template enter the following information: Year Category Account Subsidiary Amount for… Continue reading Budget CSV Import

Budget Creation in NetSuite: Creation and Copy Budgets

To manually create Budgets in NetSuite, navigate to; Transactions > Financial > Set Up Budgets To view existing Budgets in NetSuite, navigate to Transactions > Financial > Set Up Budgets > List. Copy Budgets Budgets can also be copied from a previous year and applied to a new period. To do so the user will… Continue reading Budget Creation in NetSuite: Creation and Copy Budgets

Budgets in NetSuite

Budgets in NetSuite will be specific to a fiscal year and permits the entry of an amount per account for each accounting period in the year. Budgets can provide information for reporting such as NetSuite’s Budget vs. Actual report. We can save estimates of income and expense as budgets for financial planning purposes. The user… Continue reading Budgets in NetSuite

Defining Foreign Currency Variance Posting Rules

You can define foreign currency variance posting rules on the Foreign Currency Variance Posting Rule page.   Each rule specifies the account into which gain or loss resulting from foreign currency variances is posted. This account is the Destination Account.   The rules consist of a set of source or revaluation transaction criteria that determine… Continue reading Defining Foreign Currency Variance Posting Rules

Realized gain or loss posting to separate accounts.

The client required us to check if it is possible to post Realized gain or loss to separate accounts.  Now it is posted to default system generated account.  They want to create new accounts and post gain to one account and loss to another account.  Unrealized gain or loss is calculated for open transactions of… Continue reading Realized gain or loss posting to separate accounts.